Stephens Consulting’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Stephens Consulting’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$33.7K	Hold	754	–	–	0.01%	163
2025 Q3	$33.7K	Hold	754	–	–	0.01%	158
2025 Q2	$32K	Hold	754	–	–	0.01%	226
2025 Q1	$35.2K	Hold	754	–	–	0.01%	215
2024 Q4	$32.3K	Hold	754	–	–	0.01%	217
2024 Q3	$33.1K	Hold	754	–	–	0.01%	219
2024 Q2	$34.4K	Hold	754	–	–	0.01%	212
2024 Q1	$35.6K	Hold	754	–	–	0.01%	204
2023 Q4	$31.6K	Hold	754	–	–	0.01%	217
2023 Q3	$34.1K	Hold	754	–	–	0.01%	206
2023 Q2	$30.6K	Sell	754 -654	-46%	-$26.6K	0.01%	211
2023 Q1	$58.3K	Buy	1,408 +654	+87%	+$28K	0.04%	156
2022 Q4	$33K	Buy	+754	New	+$32.8K	0.02%	201
2022 Q3	–	Sell	-238	Closed	-$8.51K	–	571
2022 Q2	$8.51K	Sell	238 -38	-14%	-$1.52K	0.01%	346
2022 Q1	$10.5K	Buy	+276	New	+$9.56K	0.01%	343

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Stephens Consulting's XLE Position: Q4 2025 in Review

Stephens Consulting held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q4 2025 at 754 shares worth $33.7K. The position accounts for 0.01% of the portfolio, ranked #163.

Stephens Consulting first reported a position in XLE in Q1 2022 and has held it in 15 quarters since. The position peaked at $58.3K in Q1 2023. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Stephens Consulting held 754 shares of State Street Energy Select Sector SPDR ETF worth $33.7K as of Q4 2025.
Stephens Consulting left its State Street Energy Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Energy Select Sector SPDR ETF made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #163 holding.
Stephens Consulting first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
Stephens Consulting's State Street Energy Select Sector SPDR ETF position peaked at $58.3K in Q1 2023.
1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.